Suellen is a Senior Client Advisor at Ballentine Partners. She is responsible for all aspects of wealth planning and advisory services, supporting clients and their families in managing their financial lives with thoughtful guidance. With an organized and insightful approach, Suellen provides strategic advice and strives to maintain a high level of service. She finds deep fulfillment in helping clients feel a sense of comfort and control over their financial futures.
Suellen brings over a decade of experience advising high-net-worth individuals and families, most recently as Senior Client Advisor and Director of Financial Planning at Sandy Cove Advisors. There, she developed comprehensive financial plans and collaborated closely with estate, tax, and legal professionals. She particularly enjoys working with multi-generational families and providing guidance to the younger generation.
Her career began in forensic financial analysis at the FBI’s Boston office, where she played an integral role in investigating and prosecuting white-collar crimes. That early experience, paired with her passion for numbers and analytical insight, continues to inform her approach to wealth management today. After leaving the FBI, she worked part-time in financial services while raising six children.
Suellen earned her Bachelor of Science in Business Administration, graduating summa cum laude from the University of New Hampshire. She is a CERTIFIED FINANCIAL PLANNER® practitioner and a Certified Divorce Financial Analyst®, with a deep commitment to lifelong learning and service.
Beyond her professional endeavors, Suellen is in the process of co-founding a nonprofit organization that will provide critical support to individuals and families in need in her community. She enjoys balancing her professional life with personal passions like travel, gardening, trail walking, and cooking for family and friends.